Wealth Advisor

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries. • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion. • Drive business results and acquire new assets, both from the existing client base and new client acquisition. • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning. • Partner with internal tax advisors to provide interdisciplinary expertise to clients. • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

• Bachelor’s degree. • CFP designation, or working towards it. • 5+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm. • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. • Ability to integrate financial strategies and investments for clients. • Able to gain and maintain the respect of high-net-worth clients. • Excellent knowledge of financial markets, products, and services. • Ability to juggle multiple projects successfully. • Exceptional attention to detail and skilled problem solver. • Strong listening, communication, organizational, and interpersonal skills. • Proactive, takes initiative, and uses critical thinking to solve problems. • Proven capability to work in a team environment. • Advanced knowledge in Excel with experience in Microsoft Office products. • Knowledge of financial planning software. • Entrepreneurial spirit.